Financial Advisor Marketing Podcast cover image

Financial Advisor Marketing Podcast

Latest episodes

undefined
May 15, 2023 • 47min

Content Marketing + Prospecting Tips (With Ermos Erotocritou)

Most financial advisors think content marketing is only about posting boring blog posts that nobody cares about. But the content you create as a financial advisor will be the difference between having a pipeline full of hungry prospects or your business fizzling out.  Why? Because content marketing goes way past writing blog posts. Everything you create is content, and the more high-quality content you create, the more your business will grow.  But here’s the problem…  Creating contagious content that drives appointments and sales is hard. That’s why I invited Ermos Erotocritou, one of the world’s best financial advisors at creating content for today’s episode.  In this episode, Ermos reveals how to create better content, the biggest mistakes financial advisors make with their content, and why content creation is the single most effective way to grow your business.  Listen now. Show highlights include: The weird way the market tanking can actually help you land 20% more clients than you normally do (1:45)  Why creating even the best content falls on deaf ears when you don’t ask yourself these 2 questions before creating it (6:28)  The “facts tell, stories sell” trick that turns your content into an unpaid sales intern for your financial advising business (7:20)  The “trust before transaction” secret for booking more calls and landing more clients (without talking about finances at all) (13:30)  Why it’s almost statistically impossible to make cold calling work (and what to do instead of you want to land more clients) (16:09)  The “House Edge Voicemail Method” inspired by casinos that boosts your results from cold calling (18:32)  Why studying the stock markets, growing your knowledge, and figuring out one secret financial concept will never grow your business as much as this… (21:37)  How switching from an “ROI mindset” to a “COI mindset” unlocks a surge of new, hungry, and qualified clients (24:52)  If you want a free copy of Ermos’s book, Unleash Your Potential: How To Get Comfortable Being Uncomfortable, you can find it at https://yourunleashedpotential.com/review. Or if you want a free prospecting audit, connect with Ermos on LinkedIn here: https://www.linkedin.com/in/ermoserotocritou/  Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html
undefined
10 snips
May 8, 2023 • 50min

Patterns In Successful LinkedIn Marketing (With Anthony Carlton)

Some financial advisors crush it on LinkedIn. They see rabid engagement. They get swarmed with sales calls. And their client roster is filled with high-quality clients.  Then there are other financial advisors who haven’t generated even one call from LinkedIn even though they post all the time.  The difference?  The first group understands the patterns of successful LinkedIn marketing, and leverages these patterns to grow their business. The second group, simply put, doesn’t.  Here's the good news: Understanding, and then applying, the patterns isn’t as hard as it may seem. Especially after listening to this episode with LinkedIn ghostwriter for financial advisors, Anthony Carlton. There’s perhaps nobody on the planet more well-versed in the patterns of successful LinkedIn marketing than Anthony.  And in this episode, he’s sharing all his juiciest secrets, so you can dominate LinkedIn too.  Listen now. Show highlights include: The Life Events “feature” of LinkedIn that makes it the best social media channel for financial advisors (9:21)  How to become “famous” to your niche on LinkedIn (without writing a single word of copy) (10:00) The dirty C-word financial advisors hate to hear, but is the single most effective way to grow on LinkedIn (12:03)  Why treating your LinkedIn page like a resume almost guarantees you’ll land no clients from it (13:24)  The “Direct Response LinkedIn” secret for writing infectious copy that surges you with high-quality sales calls (16:06)  The “DQRT” formula that makes whipping up engaging LinkedIn easier than walking around the block (18:24)  Why copying and pasting content will bankrupt your business (even if it’s worked for you in the past) (25:23)  How talking about the nitty gritty of personal finance on LinkedIn doesn’t result in new clients (and what to post instead) (27:17)  The dirt-simple 2-line DM script you can do from your phone while watching TV that floods you with new opportunities (36:14)  The “Golden Rule” trick for using LinkedIn to instantly create trust with people who you’ve never even talked to (45:09)  If you want to get in touch with LinkedIn, connect with him on LinkedIn here: https://www.linkedin.com/in/anthonyrcarlton  Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html
undefined
May 1, 2023 • 46min

How Financial Advisors Can Get Clients With Instagram (With Clare Baukham)

Most people—including but not limited to financial advisors—use Instagram dead wrong. Many advisors scoff it off because it’s a highly visual social media platform, and they don’t think they can get clients with it.  But as Clare Baukham, founder of Clear Wealth Group, proves in this episode: Instagram can unlock a treasure trove of high-quality clients for your financial advising business. In this episode, Clare shares how financial advisors can effectively use Instagram to land new clients, common mistakes advisors make on Instagram, and secrets to growing your business through Instagram. Listen now. Show highlights include: Why most advisors are mentally lazy (and why it’s kept this incredibly effective marketing strategy for advisors a secret) (3:38)  How to “jimmy” your target audience’s inherent laziness and unhappiness to make both of you wealthy (5:33)  Why someone who used to make 3,500 cold calls a week think it’s dead (and 2 marketing strategies to use instead) (7:54)  How to get 52 warm prospects to willingly give up their time for you in the next week (8:58)  The weird way selling someone else instead of yourself “neutralizes” their natural abrasion to being sold to (and how to make this profitable for your business) (9:41)  Why a personal Instagram account is more effective for landing new clients than a business one (12:44) The “Personal Posts” method for getting rabid engagement and landing new clients from Instagram (15:07)  Why flying first class puts landing clients from Instagram on “easy mode” (20:29)  The sneaky “Story Secret” for unlocking a treasure trove of new followers and potential clients on Instagram (35:33)  If you want to connect with Clare, check out her Instagram account here: https://www.instagram.com/clarebaukham/ or her website here: https://www.clearwealthgroup.com/.  Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.    Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html  
undefined
Apr 24, 2023 • 48min

Growing RIA Revenue To More Than $16K Per Month With Twitter (With Thomas Kopelman)

Twitter is one of the easiest social media platforms to grow your following and business on. Unlike LinkedIn, Twitter is more authentic—which means, it could unlock a treasure trove of new clients to your business.  That said, I’m the furthest thing from an expert on Twitter. That’s why I invited an actual expert onto today’s episode: Thomas Kopelman.  In this episode, Thomas reveals how advisors can leverage Twitter, and make more than $16k per month from Twitter alone.  If you’re not using Twitter, or not landing clients from Twitter, this episode might just be the most profitable thing you listen to all year. Listen now. Show highlights include: How to curate your social media feed so it helps you grow your business (without driving you mad) (3:13)  The dirt-simple 3-step plan to 8x your Twitter followers by this time next year (6:04)  How to unlock a brand-new revenue stream—to the tune of $16,000 per month—by simply sending out a few tweets per day (even if you don’t have a lot of followers) (7:34)  The weird way spending 90 minutes a month creating tweets can result in a surge of new clients (14:53)  How tweeting even “basic” knowledge can cause of meteoric rise in booked meetings with qualified prospects (24:48)  The “Employee Jedi Mind Trick” for making it almost impossible for your clients to part ways with you (33:17)  If you want to connect with Thomas, you can follow him on Twitter here: @TKopelman or on LinkedIn here: https://www.linkedin.com/in/thomaskopelman/  Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html
undefined
Apr 17, 2023 • 43min

Mastering Client Onboarding Systems (With Brandon Chapman)

Most financial advisors tend to treat all of their clients like they’re the exact same person. This is a massive mistake, even if you’re niched down and deal with the same type of people every day. Why? Because you win or lose a client’s lifetime business not by the results you give them, but how you make them feel within the first few times you meet. That’s why I invited Brandon Chapman, client onboarding expert and founder of AdvisorFlow, onto today’s show. In this episode, Brandon reveals how to improve your processes, leverage technology, and retain clients for decades by making a few simple tweaks to your onboarding systems. Listen now. Show highlights include: How treating every client the same plants to the seeds of bankruptcy in your financial advising business (even if you deliver life-changing results for your clients) (2:53) Why “Disney-fying” your financial advising business makes your clients happier that you’re charging higher prices for your services (3:45) 3 simple ways to treat each client in a unique way (even when every client works in the same industry) (4:58) The “Super Mario” secret for creating processes for repeatable business and scaling on “easy mode” (6:32) How to leverage the first few touchpoints with new clients to cement your relationship for decades (even if your clients get subpar results) (9:08) The weird way automating most of your business actually makes you more human and relatable to clients (11:13) How using AI to “outsource” your creativity can make Google punish your site (and how to outsource your creativity without upsetting Google) (17:46) Why looking at other industries for ideas for your financial advising business unlocks an absolute surge of new clients and referrals (24:19) If you want to connect with Brandon and see how improving your onboarding systems supercharges your business, you can find his website here: https://advisorflow.ca/. Or you can connect with him on LinkedIn here: https://www.linkedin.com/in/brandonchapmancfp/. Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html
undefined
Apr 10, 2023 • 38min

Marketing To The Top 0.5% of Net Worth Households (With Noah Rosenfarb)

Imagine what your life would be like if you only advised clients who were in the top 0.5% of net worth households. That means, you’re only dealing with clients who clear at least 7 figures each year, and have a net worth of over 8 figures. Think you could make more money, enjoy more time off, and deal with fewer frustrating headaches? Me too. And that’s why this episode could, quite literally, change your life. In this episode, Noah Rosenfarb, financial advisor to the top 0.5% and author of Exit: Healthy, Wealthy and Wise, joins me to reveal his secrets for marketing to the top 0.5%, so your client roster can be full of clients with real wealth. Listen now. Show highlights include: Want to sell your business one day for an obese lump sum? Here’s the only book you’ll ever need… (2:56) The strange way scaling your business to $100M than selling it can cause a divorce (and how to use this fact to land wealthier clients) (4:22) The “Hyper Liquidity” secret for helping your clients have the biggest liquidity event of their life while you’re their advisor (5:36) How blindly investing in your business month after month can nuke your bank account (7:45) The little-known “Return on Time” metric that lets you know the exact moment to sell your business for the best value (8:16) The insidious way you could be sabotaging your business and ransacking your freedom when your business makes more moolah (9:33) How niching down based on psychographics instead of demographics helps you magnetize the top 0.5% as clients (10:32) 2 key ingredients which separate decamillionaires from the average Joe making $80 grand per year (and how to use this “intel” to land decamillionaire clients) (23:16) If you want to connect with Noah, you can find him on LinkedIn here: https://www.linkedin.com/in/noahrosenfarb. And you can also visit https://richbeyondmoney.com to get Noah’s free ebook, “Rich Beyond Money.” Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html
undefined
Apr 3, 2023 • 45min

Going All In On Your Niche (With Dr. Jay Zigmont)

Going all in on your niche terrifies most financial advisors. Why? Because you have to turn down many potential clients who don’t fit into your niche, especially in the beginning when you could use the money these clients would bring in. But if you stick with it, you can enjoy all the perks of having a niche offers like lower ad costs, more credibility, reporters seaking you out, and more. Well, today’s guest, Dr. Jay Zigmont from Childfree Wealth, joins us to discuss how going all in on his niche of childfree adults has allowed him to grow way faster than any other financial advisor in his first year of business. Want to speed up your growth by going all in on your niche? Listen now. Show highlights include: How picking a broad niche that includes as high as 20% of the population can actually competitor-proof your business (2:39) The 3 “must-have” rules for picking a wildly profitable niche (7:03) How the decision to either have kids eventually or not changes the entire course of your financial plan (11:40) The 4-step “Niche Growth” secret for dominating your niche and growing a lucrative financial advising business within your first year (14:39) Why writing a book creates expert positioning in your niche and can lead to 15 appointments in a day (even if you self-publish and don't sell many copies) (15:32) The “Moat Marketing Strategy” that makes you immune to competitors and helps you borrow credibility from financial giants like CNBC (24:43) How to pick a niche that lands you 7 new clients in a month (when most advisors struggle to land that many new clients in a full year) (37:57) If you want to connect with Dr. Jay and learn more about childfree wealth, visit his website here: https://childfreewealth.com/ Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html
undefined
Mar 27, 2023 • 45min

How This Financial Advisor Is Marketing To Christians (With Leo Marte)

Most financial advisors hear the advice to niche down, and pick doctors or dentists or business owners. While these niches are great, many financial advisors avoid Christians as a niche. Why? Well, many believe that Christians aren’t as interested in building their wealth as other potential niches. But this is dead wrong. In fact, Christians can be a broad and profitable niche, especially if you’re a fellow Christian. That’s why I invited Leo Marte from Abundant Advisors onto this podcast episode. Leo helps fellow Christians build financial freedom and wealth. Not only will you discover some tricks about marketing to Christians, but Leo shares tips and tricks that will help create better results in any niche. Listen now. Show highlights include: Why including your personal values into your financial advising business attracts better clients and grows your piggy bank (3:20) How to easily convince Christians to work with you (even if they believe wealth in and of itself is wrong) (9:03) The counterintuitive way “Faith-dumping” on prospective Chrsitian clients can repel them away (11:15) How giving your prospects their own DIY financial plan actually makes them more eager to work with you as their advisor (23:25) The ad copy trick for calling out your intended audience without offending them or breaking Facebook’s rules (27:31) The sneaky “Image Secret” for ads so you only attract your ideal clients (29:35) How productizing your financial advising services can double the amount of clients you can serve (34:17) If you want to connect with Leo and learn more about creating a Christian-based financial advising company, visit his website here: https://www.abundantadvisors.com/ Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html
undefined
Mar 20, 2023 • 38min

Marketing To Gen-Z: What Works And What Doesn't (With Ben Phillips)

Most financial advisors ignore Gen Z thinking they don’t have capital. But this is a big, fat $100 million mistake. Why? Well, Gen Z has more than $100 million in buying power. They make up 20% of the population. And if you don’t start getting ahead of this trend now, you might find yourself without a business in 10-15 years. That’s the bad news. The good news? In this episode, Ben Phillips from North Coast Asset Management and host of the Gen Z and Friends podcast, joins me to reveal how to market to Gen Z (without coming across as a cringy Gen Xer). Listen now. Show highlights include: How to tap into a segment of the population that has over $100 million in buying power (that most financial advisors ignore) (4:20) The one social media platform that 95% of Gen Z and millennials use almost daily (4:42) The “Four C’s” approach for marketing to Gen Z that makes them salivate about the idea of working with you (8:51) Why pandering to Gen Z by making cringy TikTok dances repels them away instead of attracting them (and how to stop pandering) (16:23) The counterintuitive way offline events work better for landing Gen Z clients than online ones (18:51) Why bashing crypto as dumb today is a surefire way to evaporate your sales pipeline and business 10 years from now (23:40) If you’d like to connect with Ben on social media, you can find him on Instagram here: https://www.instagram.com/bensbullsandbears/ and LinkedIn here: https://www.linkedin.com/in/benphillips5/ Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing. Go to https://TheAdvisorCoach.com/webinar to register today. Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide. Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training. Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html
undefined
Mar 13, 2023 • 21min

Building A Marketing System In 30 Days: Exactly What I Would Do

If I had to start my entire business over from scratch—and I only had 30 days to do it—how would I do it?  Many financial advisors ask me a question along these lines. They overcomplicate their marketing system, until it overwhelms them and they give up on it completely.  That ends today.  In this episode, I’m revealing the exact steps I would follow to build a complete marketing system—that results in new clients paying real money—in 30 days.  Best part? You’ll be able to do the same once you realize how simple it is.  Listen now.  Show highlights include: The crucial (and overlooked) first step for creating a marketing strategy that actually results in new business (1:05)  Legendary marketer Gary Halbert’s “starving crowd” secret for becoming the #1 financial advisor in your market (1:30)  Why “swiping” from other financial advisors will leave you broke (and who to mimic instead to surge you with new clients) (3:19)  The “Today and Tomorrow” technique that leaves your pipeline full of hungry and eager prospects (without sacrificing new client opportunities) (4:50)  The dirt-simple 2-step direct mail process that can land you a new client by next week (12:08)  Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app